Bluestone Equity Partners
Firm details
- Headquarters
- New York, New York
- CRD number
- 323332
- Registered since
- October 7, 2022
- Website
- www.bluestoneequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bluestone Equity Partners is structured as a limited partnership and is registered with the SEC (registration year 2022). The firm operates as a private equity fund manager and provides portfolio management for pooled investment vehicles, serving an institutional client base. Bluestone identifies itself as sponsor, general partner and managing member of pooled vehicles rather than a broad capital allocator. Its fee model combines a percentage-of-assets component with performance-based fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mark Cho
Chief Operating Officer and General CounselCRD 6630662
Contacts
2 of 2
Sharad Sharma
Founder & Managing PartnerCRD 7626962

Walker Brumskine
PartnerCRD 4986069
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 405 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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